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Teresa S

CFP®, Series 63, Series 65

St. Louis, MO

Edward Jones

Teresa Schlafly is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. She previously held roles at USAA Financial Planning Services and USAA Investment Services Co. Schlafly is involved as a member of Nova TLC Sports LLC, a family venture related to pickleball equipment distribution. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Larry M

CFP®, Series 66

Webster Groves, MO

Ameriprise

Larry Mosier is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Ameriprise Financial Services Inc and Wells Fargo Advisors. Outside of finance, he owns Larry Mosier Photography, specializing in dog photography, and serves as Secretary on the Board of Directors for the St Louis Schutzhund Association. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kyle K

Series 66

St. Louis, MO

Edward Jones

Kyle Kipping is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. The firm serves more than four million individual and institutional clients, offering a range of wealth management services that include discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robin B

Series 63, Series 65

St. Louis, MO

Edward Jones

Robin Burge is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and having 16 years of industry experience. Prior to rejoining Edward Jones in 2018, Burge worked at First Trust Portfolios L.P. for five years and had a brief role at Gunnar Schultz State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory strategies and operates a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jason B

Series 63, Series 66

St. Louis, MO

Edward Jones

Jason Bankey is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Camille B

Series 66

St. Louis, MO

Edward Jones

Camille Branch is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Branch worked at Prosperity Connection, Beyond Housing, Compass Health Network, and BJC Behavioral Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bradley J

Series 66

St. Louis, MO

Edward Jones

Bradley Jobe is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Perennial Pursuits LLC, an internet marketing business that is currently dormant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James S

CFA®, Series 63

St. Louis, MO

Edward Jones

James Shanahan IV is a CFA® charterholder with 26 years of industry experience. He has been with Edward Jones in St. Louis, MO, since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joelle M

Series 63, Series 66

St. Louis, MO

Edward Jones

Joelle Myszka is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christina T

Series 63, Series 66

St. Louis, MO

Edward Jones

Christina Tucker is a financial advisor at Edward Jones with 16 years of experience in the industry. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Scottrade, Inc. Tucker serves as a board member for Friends of Hillsboro Wrestling in Hillsboro, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elizabeth O

Series 66

St. Louis, MO

Edward Jones

Elizabeth O'Hanlon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets under management. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Penelope P

Series 63, Series 66

St. Louis, MO

Edward Jones

Penelope Pennington is a financial advisor at Edward Jones in St. Louis, MO, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Pennington serves on the Board of Trustees at Washington University in St. Louis and is a member of the Board of Directors at Catalyst in New York. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey B

Series 66

St. Louis, MO

Edward Jones

Jeffrey Bailey is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adam A

Series 66

St. Louis, MO

Edward Jones

Adam Adrignola is a Series 66-licensed financial advisor at Edward Jones in St. Louis, Missouri, with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Emily K

Series 66

St. Louis, MO

Edward Jones

Emily Kolb is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. In addition to her advisory role, she has been affiliated with Saint Louis University since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Radi Z

Series 66

St. Louis, MO

Edward Jones

Radi Zapryanov is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sherise S

Series 66

St. Louis, MO

Edward Jones

Sherise Smith is a Series 66 licensed financial advisor with Edward Jones in Saint Charles, MO, and has six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Secure 24 ADT from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jennifer O

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Otte is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Vivian V

Series 66

St. Louis, MO

Edward Jones

Vivian Van Bogaert is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked for eight years at the Office of the Jefferson County Attorney. She is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen W

CFP®, Series 66

St. Louis, MO

Edward Jones

Stephen Werkmeister is a CFP®-designated financial advisor with Edward Jones, based in St. Louis, MO. He has 14 years of industry experience, including prior roles at Scottrade, Inc. and TD Ameritrade before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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